Grove Financial Group Inc.Grove Financial Group Inc.
Upcoming virtual workshop: Retirement Income Planning in a Shifting Rate Environment Ask about a seat
An agent development firm for insurance agents

Deep roots.
Higher growth.

Grove Financial Group is more than an agency. Built on Leon Grove's retirement income expertise dating back to 1997, we help Medicare, Property & Casualty and developing agents build practices that last, with real mentorship, elite case design and marketing systems powered by modern AI automation.

Start Your Agent Intake Who we work with
What you get

What every Grove agent gets

No income promises. Here is exactly what working with Grove Financial Group gives you.

Carrier contracts

Contract with carriers through our agency. Your commissions are paid directly to you by the carrier.

One-on-one mentorship

Direct access to Leon for coaching, practice-building and the questions that come up in the field.

Case design help

Bring your income, annuity, life, long-term care and Medicare cases. We help you build plans your clients understand.

Client-acquisition framework

A five-stage framework for finding, booking and serving clients that you can set up in your own practice.

Who we work with

Three ways agents grow with us

Licensed Medicare agents

Contract with carriers through our agency, get paid directly by the carrier, and get help growing beyond one enrollment season.

Property & Casualty agents

Serve the clients you already have with life, annuity, long-term care and Medicare solutions, with case design support at your side.

New and developing agents

One-on-one mentorship and training from a credentialed educator and former finance professor, so you build the right habits from the start.

Why Grove Financial Group

The development partner agents turn to when they're ready to grow

We're a boutique firm by design. Every agent we work with gets direct access to nearly three decades of retirement income planning experience, not a call center.

Retirement income expertise

Advanced income, annuity and life insurance strategies built on ChFC® and RICP® disciplines, refined since 1997.

Explore strategies

Business development for a growing practice

One-on-one mentorship, practice management coaching and a five-stage client-acquisition framework you can install in your own practice.

Grow your practice

AI-powered marketing that drives real results

Done-for-you funnels, CRM automation and digital campaigns engineered by our in-house technology team, that keep your pipeline organized while you meet with clients.

See the systems
14 yearsUnited States Marine
29 yearsin financial services, since 1997
Formercollege finance professor
Leon's story

Discipline first, then the details

Leon Grove spent 14 years as a United States Marine. His career in financial services began in 1997, and over 29 years he has worked as a captive agent, an independent agent and a leader in annuity sales.

He also taught accounting, finance and life insurance as an associate finance professor at Kaplan University and as an adjunct professor at Argosy University. That teaching shapes how he mentors agents today: one-on-one, with the reasoning behind every recommendation.

Leon Grove, ChFC®, RICP® · Founder & CEO

Getting started

Simple, direct and on your terms

1

A 20-minute discovery call

We talk about your licenses, the lines you write, your goals and what's holding you back.

2

Contracting with carriers

Licensed agents contract with carriers through our agency and are paid directly by the carrier. Leon walks you through it.

3

Mentorship and case design

Ongoing coaching, help on complex cases and access to the marketing systems as your business grows.

Elite planning & sales training for agents

Join us for the Grove Advisor Intensive

Next date and location to be announced
Get on the list
How we help

Programs that help you excel

Best-in-class education

Ongoing training and mentorship led by a credentialed lecturer and educator, so you stand out from the competition.

Next-gen tools

Add more value for every client with retirement income calculators, planning software and our automation toolbox.

Elite case design

Bring us your toughest cases. We help you engineer income plans your clients understand.

For CPAs, accounting firms & estate planning attorneys

Looking for a referral partner instead?

A reciprocal relationship: Leon handles insurance and retirement income and sends tax, accounting and legal work back to you.

See how partnership works
Start here

Let's talk

Whether you're an established agent or building your book, tell us a little about yourself first. It takes about two minutes and helps Leon make the most of your 20-minute discovery call.

  • 1Complete the short agent intake form.
  • 2Pick a time on Leon's agency calendar.
  • 3Meet for a 20-minute discovery call.

Already spoken with Leon? Go straight to the calendar.

Prefer to call? (251) 206-7074